Teamsters Local 237 Welfare Fund Pension Plan — Form 5500 plan (Teamsters Local 237 Welfare Fund)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Teamsters Local 237 Welfare Fund Pension Plan is a benefit plan reported by Teamsters Local 237 Welfare Fund under EIN 13-2575626 and plan number 001. The latest loaded filing year is 2023. The filing reports 228 participants and $43,690,149 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Teamsters Local 237 Welfare Fund
- EIN
- 13-2575626
- Plan number
- 001
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 228
- End-of-year plan assets
- $43,690,149
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 228 | H, C | 20241008070003NAL0028046432001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $43,690,149
- Total liabilities (EOY)
- $145,555
- Net assets (EOY)
- $43,544,594
- Net assets (BOY)
- $36,706,655
Income & contributions
- Employer contributions
- $1,296,005
- Total contributions
- $1,296,005
- Total income / additions
- $8,736,436
Expenses & distributions
- Benefits paid
- $1,591,654
- Administrative expenses
- $306,843
- Total expenses
- $1,898,497
- Net increase / (decrease)
- $6,837,939
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stacey Braun | NONE | $87,552 | not reported in the loaded dataset | 2023 |
| Stroock & Stroock & Lavan | NONE | $49,130 | not reported in the loaded dataset | 2023 |
| Novak Francella LLC | NONE | $44,000 | not reported in the loaded dataset | 2023 |
| Sentinel Benefits Group, LLC | NONE | $23,430 | not reported in the loaded dataset | 2023 |
| Nepc LLC | NONE | $21,109 | not reported in the loaded dataset | 2023 |
| Mesirow | NONE | $20,076 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank | NONE | $9,690 | not reported in the loaded dataset | 2023 |
| Scirocco Financial Group | NONE | $7,723 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Teamsters Local 237 Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Stacey Braun — Schedule C compensation
- Stroock & Stroock & Lavan — Schedule C compensation
- Novak Francella LLC — Schedule C compensation
- Sentinel Benefits Group, LLC — Schedule C compensation
- Nepc LLC — Schedule C compensation
- Mesirow — Schedule C compensation
- Amalgamated Bank — Schedule C compensation
- Scirocco Financial Group — Schedule C compensation